Bloomberg Talks Google Cloud COO Francis deSouza Talks Growth and AI Strategy
Jul 25, 2025
In this discussion, Francis deSouza, COO of Google Cloud and former CEO of Illumina, dives into the intersection of AI and business growth. He shares insights on how AI is transforming industries, especially healthcare, enhancing patient care, and streamlining drug development. DeSouza also highlights the competitive landscape among cloud service providers, noting how Google leverages integrated AI technologies to stand out. He emphasizes the importance of innovation and security in cloud technology, particularly in relation to real-world applications like Waymo.
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AI and Cloud Megatrends Drive Growth
- Two major megatrends drive Google Cloud growth: cloud migration and AI adoption.
- AI is rapidly moving from pilots to production across industries, fueling demand.
AI Applications Across Industries
- Toyota and Honeywell use AI for factory floor operations and customer technical support.
- Hospitals use AI for physician communication and transcription of patient interactions.
AI's Transformative Impact on Healthcare
- AI aids healthcare by freeing medical professionals from administrative tasks and integrating diverse patient data.
- Tools like AlphaFold accelerate drug discovery through protein structure prediction.